Opinion: The Largest Defensible Value in AI is at the Edge
vaibhavbetter · x · 2026-08-01
The author argues that the point where tangible value is realized from AI—and where real dollars are saved and made—is at the "edge of AI," far away from chips, power systems, and data centers. While opportunities exist across the stack, the edge might offer the largest, most defensible, and least commodity-like position.
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